Issuetrak + Zoho CRM
Add new users in Zoho CRM to Issuetrak
Activate this integration to automatically create an Issuetrak user from the details included for each new user in Zoho CRM. Avoid the hassle to tedious duplicate data entry while your user data stays up to date across platforms.
Activate this integration to automatically create an Issuetrak user from the details included for each new user in Zoho CRM. Avoid the hassle to tedious duplicate data entry while your user data stays up to date across platforms.
- When this happens...
New UserTriggers when a new active user is added to your Zoho CRM account.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create UserCreates a User.
ActionWriteCreate a new record or update an existing record in your app.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User
Triggers when a new active user is added to your Zoho CRM account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planModuleRequired
Entry IDRequired
File name
Attchment FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Notify lead owner
Notify new entity owner
Account ID
Overwrite
Contact ID
Assign to
Move Attachments to
Create a new deal
Contact Tags
Account Tags
Deal Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Entry IDRequired
Trigger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Trigger
duplicate check fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Field nameRequired
ValueRequired
Optional Copy
Field name 2
Value 2
ActionThis is an event a Zap performs.SearchFind existing data in your appModuleRequired
Field nameRequired
ValueRequired
Optional Copy
Field name 2
Value 2
LayoutRequired
Trigger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Organization
Triggers when a new Organization is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planIID of Group To UpdateRequired
Should the Group only allow agents?
Name
Phone Number
Email Address
SMS Address
Primary Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IID
Groups to add to the userRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group IID
Organizations to add to the groupRequired
Allow members of the group, with appropriate permissions, to edit Issues in the selected OrganizationsRequired
Allow members of the group to see (in lists) users in the selected OrganizationsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Issue TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IID
Organizations to add to the userRequired
Allow the user, with appropriate permissions, to edit Issues in the selected OrganizationsRequired
Allow the user to see (in lists) users in the selected OrganizationsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IID of the Organization to updateRequired
Name
Is Internal
Site Title
Contact Person
Contact User
Secondary Contact User
Tertiary Contact User
Email
Phone
Address Line One
Address Line Two
City
State
Zip/Postal Code
Web Address
Email Domain
Reply To Email Name
Reply To Email Address
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Can Login
Should the User be an agent?
User ID
First NameRequired
Last NameRequired
Display NameRequired
Phone Number
Email Address
SMS Address
Time ZoneRequired
Should times displayed to this user respect Daylight Savings Time?
Address Line One
Address Line Two
City
State
Zip/Postal Code
Country
Primary OrganizationRequired
Redirect After Issue SubmitRequired
Home PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Cause Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIid exactly matches one of
Search Name ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Name ByRequired
Match Is Active OnRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Project Title ByRequired
Search Project Code ByRequired
Manager IID exactly matches one of
Organization IID exactly matches one of
Location IID exactly matches one of
Match Is Open OnRequired
Category IID exactly matches one of
Substatus IID exactly matches one of
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
ParentIid exactly matches one of
Search Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
ParentIid exactly matches one of
Search Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IID matches one of
Search User ID ByRequired
Primary Organization Iid exactly matches one of
Search Display Name ByRequired
Match Is agent OnRequired
Search First Name ByRequired
Search Last Name ByRequired
Search Phone Number ByRequired
Search Email ByRequired
Search SMS Address ByRequired
Search Address Line One ByRequired
Search Address Line Two ByRequired
Search City ByRequired
Search State ByRequired
Search Zip/Postal Code ByRequired
Search Country ByRequired
Match Can Login OnRequired
Match Active OnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planModuleRequired
Entry IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Trigger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Entry IDRequired
Related ModuleRequired
Related Entry IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Field nameRequired
ValueRequired
Optional Copy
Field name 2
Value 2
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShould this Group be Agent Only?
Group ID
Display NameRequired
Phone Number
Email Address
SMS Address
Primary OrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IID
Groups to remove from the userRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group IID
Organizations to remove from the userRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Is InternalRequired
Site Title
Contact Person
Email
Phone
Address Line One
Address Line Two
City
State
Zip/Postal Code
Web Address
Email Domain
Reply To Email Name
Reply To Email Address
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IID
Organizations to remove from the userRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IID of User To UpdateRequired
Can Login
Active
Should the User be an agent?
First Name
Last Name
Display Name
Phone Number
Email Address
SMS Address
Time Zone
Should times displayed to this user respect Daylight Savings Time?
Address Line One
Address Line Two
City
State
Zip/Postal Code
Country
Primary Organization
Redirect After Issue Submit
Home Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IID of User To UpdateRequired
Can Login
Active
Should the User be an agent?
First Name
Last Name
Display Name
Phone Number
Email Address
SMS Address
Time Zone
Should times displayed to this user respect Daylight Savings Time?
Address Line One
Address Line Two
City
State
Zip/Postal Code
Country
Primary Organization
Redirect After Issue Submit
Home Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Name ByRequired
Match Is Internal OnRequired
Search Site Title ByRequired
Search Contact Person ByRequired
Search Email ByRequired
Search Phone ByRequired
Search Address Line One ByRequired
Search Address Line Two ByRequired
Search City ByRequired
Search State ByRequired
Search Postal Code ByRequired
Search Web Address ByRequired
Search Email Domain ByRequired
Search Reply To Email Name ByRequired
Search Reply To Email Address ByRequired
Search Note ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Issue Class Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Match Is Open OnRequired
Match Should Suppress Email Notifications OnRequired
Match Is Global Issue OnRequired
Match Is Child Issue OnRequired
Match Is First Call Resolution OnRequired
Severity
Project
Configuration Item
Responsible Department
Sub Type 1
Sub Type 2
Sub Type 3
Sub Type 4
Parent Issue
Closed By
Reopened By
Last Activity By
Issue Type
Cause
Class
Location
Organization
Priority
Substatus
Assigned To
Submitted By
Entered By
Next Action User
Search Issue Subject ByRequired
Search Description ByRequired
Search Auto Assign Type ByRequired
Search Submitted Date ByRequired
Search Entered Date ByRequired
Search Closed Date ByRequired
Search Assigned Date ByRequired
Search Reopened Date ByRequired
Search Target Date ByRequired
Search Required By Date ByRequired
Search Next Action By Date ByRequired
Search Last Activity Date ByRequired
Search Escalate Date ByRequired
Search First Response Time ByRequired
Search by User Defined Fields?
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Name ByRequired
Search Message ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Name ByRequired
Search Description ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
ParentIid exactly matches one of
Search Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
ParentIid exactly matches one of
Search Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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